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Document Mentions (5 shared documents)
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age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
he Bipartisan Budget Act of 2015, legislation was enacted that significantly changes the rules for U.S. federal income tax audits of partnerships (the "BBA Rules"). Such audits will continue to be conducted at the partnership level, but with respect to U.S. federal income tax returns for taxable years begin
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
he Bipartisan Budget Act of 2015, legislation was enacted that significantly changes the rules for U.S. federal income tax audits of partnerships (the "BBA Rules"). Such audits will continue to be conducted at the partnership level, but with respect to U.S. federal income tax returns for taxable years begin
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
he Bipartisan Budget Act of 2015, legislation was enacted that significantly changes the rules for U.S. federal income tax audits of partnerships (the "BBA Rules"). Such audits will continue to be conducted at the partnership level, but with respect to U.S. federal income tax returns for taxable years begin
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2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
he Bipartisan Budget Act of 2015, legislation was enacted that significantly changes the rules for U.S. federal income tax audits of partnerships (the "BBA Rules"). Such audits will continue to be conducted at the partnership level, but with respect to U.S. federal income tax returns for taxable years begin
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
he Bipartisan Budget Act of 2015, legislation was enacted that significantly changes the rules for U.S. federal income tax audits of partnerships (the "BBA Rules"). Such audits will continue to be conducted at the partnership level, but with respect to U.S. federal income tax returns for taxable years begin
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Mutual Connections (78)
Entities connected to both Fidelity and the "BBA Rules
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ the
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ the
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ the
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ the
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·5 w/ the
Puerto Rico
LOCATION10 w/ Fidelity·5 w/ the
United Kingdom
LOCATION10 w/ Fidelity·5 w/ the
United States
LOCATION10 w/ Fidelity·5 w/ the
United States District Court
ORGANIZATION9 w/ Fidelity·5 w/ the
U.S. Virgin Islands
LOCATION8 w/ Fidelity·5 w/ the
Eric Holder
PERSON8 w/ Fidelity·5 w/ the
Denmark
LOCATION8 w/ Fidelity·5 w/ the
Finland
LOCATION7 w/ Fidelity·5 w/ the
Cleary Gottlieb
ORGANIZATION6 w/ Fidelity·5 w/ the
Estonia
LOCATION6 w/ Fidelity·5 w/ the
Marla Maples
PERSON6 w/ Fidelity·5 w/ the
iCapital Advisors
ORGANIZATION6 w/ Fidelity·5 w/ the
Slovakia
LOCATION6 w/ Fidelity·5 w/ the
European Union
ORGANIZATION6 w/ Fidelity·5 w/ the
Keogh
ORGANIZATION5 w/ Fidelity·5 w/ the